1st Source Bank-posted 3 months ago
South Bend, IN
1,001-5,000 employees
Credit Intermediation and Related Activities

Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures.

  • Processes financial transactions for clients accurately and efficiently.
  • Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed.
  • Builds client loyalty; establishes client relationships, including addressing each client by name.
  • Consistently delivers exceptional customer service to each and every client.
  • Follows established Bank policies, procedures and guidelines.
  • Participates in retail sales programs to help meet personal and banking center goals.
  • Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
  • Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work).
  • Regular and predictable attendance is an essential requirement of the position.
  • Responsible for the completion of all compliance training related to the position.
  • Must understand all applicable laws and regulations that apply to the position and complies with the requirements.
  • One (1) or more years of customer or retail service experience preferred.
  • Cash handling experience preferred.
  • Ability to respond and assist clients with inquiries and/or problem resolution.
  • Customer service and sales oriented.
  • Careful attention to detail and time management.
  • Good listening and verbal and communication skills.
  • Good PC skills - ability to work in Windows based system essential.
  • Ability to cross-sell bank products and services.
  • Ability to work evenings and weekends based on banking center needs.
  • Ability to communicate in another language is a plus.
  • Good organizational skills.
  • Ability to work in a team atmosphere.
  • Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
  • Ability to handle multiple tasks in a fast-paced environment.
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